| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Kelley HTLF Bank | 9,544 | $1.07M | $1.54M | $470,233.12 | 44.14% |
Amir Har-El Savvy Advisors, Inc. | 28,952 | $3.85M | $4.62M | $767,971.27 | 19.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 898 | $141,910.52 | $143,724.9 | $1,814.38 | 1.28% |
Owen McCabe Tyche Wealth Partners LLC | 58,163 | $8.21M | $9.33M | $1.12M | 13.63% |
United Advisor Group LLC United Advisor Group, LLC | 4,917 | $670,297.74 | $786,670.83 | $116,373.09 | 17.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,211 | $500,795.95 | $675,128.57 | $174,332.62 | 34.81% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 34,011 | $4.38M | $5.46M | $1.08M | 24.57% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,254 | $423,609.31 | $522,234.46 | $98,625.15 | 23.28% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,724 | $238,638.38 | $277,150.24 | $38,511.86 | 16.14% |
PETER KRUSSEL Southland Equity Partners LLC | 7,053 | $769,961.82 | $1.13M | $361,762.56 | 46.98% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 27,387 | $3.3M | $4.41M | $1.11M | 33.82% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 47,069 | $5.31M | $7.55M | $2.24M | 42.13% |
Dane Grouell Turning Point Benefit Group, Inc. | 8,035 | $1.14M | $1.28M | $144,037.16 | 12.63% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,750 | $908,673 | $918,447.5 | $9,774.5 | 1.08% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 16,935 | $2.07M | $2.73M | $660,222.73 | 31.93% |
Mark Fonville Fonville Wealth Management LLC | 13,857 | $1.55M | $2.23M | $678,612.29 | 43.74% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,825 | $257,234 | $293,898 | $36,664 | 14.25% |
Cody Gehman Stonebridge Financial Group, LLC | 8,521 | $1.12M | $1.37M | $244,551.9 | 21.78% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 3,368 | $425,084.65 | $537,953.8 | $112,869.15 | 26.55% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,107 | $312,943.92 | $337,731.03 | $24,787.11 | 7.92% |